Financial Adviser · KARANA DOWNS, QLD

Nathaniel John Webb

KARANA DOWNS, QLD
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001246177
Currently at
Toowong, QLD (firm address)

About Nathaniel John Webb

Nathaniel John Webb is a financial adviser based in Karana Downs, Queensland, with 10 years of experience in the financial services industry since 2016. Nathaniel is currently authorised under Cobalt Advisers, operating through Nkw Financial. Nathaniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nathaniel's qualifications include a Graduate Diploma of Financial Planning from Kaplan. Nathaniel is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2016
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan
2018
SMSF
Kaplan
2022
FPC008
Other - Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan

Registration History

Apr 2024 - Present Current
Oct 2017 - Mar 2024 Ceased
Aug 2016 - Dec 2016 Ceased
Advice on Superannuation excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register